Account Executive

The Employee Benefits Account Executive (AE) will provide strategic account management and consultative services to assigned clients.  You have the primary responsibility for account strategy, the client relationship, and client retention.  Working alongside Producers and Account Managers, the AE is principally responsible for overseeing management of assigned accounts. This includes interfacing with appropriate decision makers, proactive consultation, benefit program design, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. You are also responsible for account rounding and cross selling new business from existing accounts.

Duties and responsibilities

• Responsible for account retention while acting as the de facto technical expert and consultant (AE will be responsible for client relationship management)
• Directly oversee and coordinate the delivery of HUB’s entire value proposition to assigned clients throughout the policy cycle, including but not limited to a multi-year strategy, Compliance, Data Analytics and Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits
• Follow an annual service calendar that includes but is not limited to Compliance, Health and Performance Strategy, Pre-Renewal Strategy, Renewal, and Post-Renewal Debrief/Stewardship, Open Enrollment meetings
• Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AM, Financial Analyst, other subject matter expert, etc.).  The AE is accountable for the competence, timeliness, and quality of all deliverables to the client
• Attend prospecting meetings with producer and assist in facilitating onboarding once the prospect has signed the Agent/Broker of record document. Willing to take a new client as requested by manager to assure book of business equalization between Account Executives
• Establish and maintain strong and productive professional relationships with “C-Level” and other cognizant decision makers for assigned HUB clients
• Strives to understand client’s business and industry climate and particular challenges they face, walks client through Needs Audit
• Key driver for executing critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services
• Supports, mentors, and develops service team members Account Managers, Benefit Specialists, Benefit Analyst
• Works with the Account Managers to make sure contract and contract renewals for both new clients and existing client are finalized, including 5500 and SAR documents, reviews all major deliverables (i.e. proposals, comparisons, marketing materials, 5500 etc.) to ensure accuracy and quality standards, agency procedures, and client expectations are met.
•  Responsible for all client inquiries, communications from insured and/or carriers and vendors, conflict resolution, and compliance on client deliverables.
• Communicate the client’s goals and represent the client’s interest to the team.
• Assist clients with claim resolution, appropriate coverage changes inform and educate about coverage, exclusions, and exposures.
• Provides regular two-way communication between the client and team
• Attend recurring client meetings, trust meetings as required, and follow through on deliverables and action items as assigned.
• Ensures that all processes and procedures are completed, accuracy and quality standards are met, and that projects are profitable, achieving minimum allowable profitability targets for their overall book of business. 
• Ensures KPIs are met, measured, and tracked
• Verifies and coordinates with Advisor to assure PSA/BAA is in place.
• Maintains positive relationships both internally and externally.

Duties and responsibilities continued

• Stay abreast of pertinent insurance, and client business-related matters, i.e. health care reform, COBRA, Utah Health Exchange, Human Resource issues, Wellness, HUB today etc.)
• Maintain HUB Values including HIPPA Compliance.
• Other task as discussed with the Account Executive

Qualifications

Work experience:

• 7+ years working for a carrier or brokerage firm.
• License is required within 90 days of employment.

Education:

• High School Diploma

Knowledge and Skills

• Strong verbal and written communication skills
• Analytical and problem-solving abilities
• Proficient in Microsoft Office – intermediate to expert user level preferred. 
• Excellent organizational skills
• Ability to work well under pressure with attention to detail
• Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible
• Sense of urgency
• Understanding of benefits & benefit terminology
• Proficient typing ability
• High degree of independence and problem-solving skills
• Accurate completion of enrollment/changes which includes follow-up with carriers and team

Working conditions

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.  May travel up to 25% of the time.

Physical requirements

Must be able to lift 20 lbs.

Direct reports

None.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelor’s degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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